John Girvin is a CFP-designated registered investment advisor at Fiduciary Wealth Group, LLC, based in Centerville, OH, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 222 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.67% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $2.5M | 0.72% |
| $2.5M - $3.0M | 0.73% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.75% |
Fees are based on annual fixed dollar amounts tied to asset tiers, expressed here as approximate percentages of tier midpoints. Fees are negotiable.
Fee Estimator
Location
6784 Loop Road Suite# 208, Centerville, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fiduciary Wealth Group, LLC
Previous Registrations
Artifex Financial Group, LLC
Girvin Financial Education Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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